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Segments – CRM WordPress Theme

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Official theme & plugin documentation
* Earlier than buy please don’t overlook to verify documentation

A few of new options in our pipeline

  1. Bill customizations (customized brand).
  2. Mapping merchandise to leads.
  3. Notifications for captured leads.

Standalone WordPress CRM & Undertaking Administration Theme

Segments is a complicated CRM and mission administration theme made for WordPress. Most important function of this theme is to simplify enterprise processes for corporations. By utilizing Segments theme you’ll get your organization headquarters accessible in few clicks.

Get sturdy resolution for the fraction of the worth

By buying Segments you’ll get CRM resolution based mostly on WordPress. You may set up it by yourself internet hosting, modify performance and visible of web site as a substitute of sticking with the predefined elements. There aren’t any month-to-month nor hidden charges for utilizing.

Information Administration on Entrance Finish

In Segments all information managements is processed on entrance finish. So your customers or clients should not required to entry WordPress admin space to handle their content material. With this method you’ll be able to simply use third occasion plugins to increase theme.

CRM System

Simply handle all of your contacts. You may create limitless individuals which you’ll assign to corporations. Now all of your workers will likely be accessible to entry all contacts and schedule conferences which can seem within the calendar as new occasion. After all all CRM varieties (individual, firm, touchpoint) have their very own administration screens the place you are able to do primary CRUD operations

Undertaking Administration

Earlier than beginning a brand new mission you’ll be able to create a proposal for the consumer after which ship it as PDF. Create new initiatives and handle all of your duties. Every process could be assigned to totally different worker. When the duty is accomplished mark it as closed. All duties will seem as new occasions within the calendar.

Firm Processes

Monitor all bills and create invoices to see complicated details about the corporate. You may simply entry all workers info as properly. After profitable creation of bill or estimate you’ll be able to obtain theme as PDF and ship them to your shoppers.

Leads

Insert or acquire record of your leads. You may acquire leads by creating seize type and embedding it in your website. On the finish you’ll be able to simply convert lead into buyer.

Consumer Zone

Enable entry to your shoppers to see whats occurring with their initiatives. They’ll see currenly working initiatives and duties. After all they will obtain their invoices as properly.

Supported CRM & Tasks Instruments

  • Firms – Gather your online business companions
  • Folks – Contact details about individual. Will be a part of firm.
  • Leads – Checklist of potential clients.
  • Seize kinds – Create embedded kinds for capturing leads.
  • Clients – Transformed leads.
  • Touchpoints – Create new conferences to your colleagues.
  • Estimates – Earlier than beginning a mission ship an estimate your consumer.
  • Tasks – Create initiatives which you’re engaged on.
  • Duties – Assign duties to colleagues.
  • Colleagues – View all details about your colleagues.
  • Bills – Monitor all of your firm bills.
  • Invoices – Simply create invoices. You may convert mission into bill as properly.

CRM & Undertaking Administration Options

  • CRUD Operations – All Segments publish varieties have their CRUD screens the place you may make all primary information operations.
  • Customized fields – Fields are dealt with by means of the CMB2 library which could be overrided from the kid themes with out touching core supply code.
  • Filters – You may filter all publish varieties through the use of predefined filters for every publish kind.
  • Capabilities – Handle customers entry permissions.
  • Notifications – Be notified about upcoming duties and touchpoints.
  • Widgets – You may simply place the touchpoints, duties, initiatives widgets.
  • Vicual Composer – All Workforce’s widgets have their Visible Composer (should buy individually if wanted) element.
  • Statistics – See in chart all of your bills and earnings.
  • Shortcodes – We ready customized shortcodes for displaying intersting information out of your sytem.
  • CSV Export – Export all posts into CSV format. You may export filtered outcomes as properly.
  • Person Roles – Solely “Worker” position is succesful to entry dashboard.
  • Consumer Zone – Entry for shoppers.

Clean Set up Expertise

  1. Obtain theme from ThemeForest (ZIP file containing fashion.css).
  2. Add, set up and energetic theme beneath “Look – Themes”.
  3. Set up and activate all plugins which can seem on the high of admin.
  4. Run one click on set up from “Instruments – One Click on Set up”.
  5. Set permalinks to “Publish title” beneath “Settings – Permalinks” and save.

After reproducing steps above you’ll get similar website as our demo website.

Theme Options

CRM on Entrance Finish
Expertise the CRM & Undertaking Administration performance on entrance finish as a substitute of accessing WordPress admin.

Company Web site
With the Segments you’ll be able to create good wanting company web site and CRM system accessible after logging in.

One Click on Set up
Import demo content material and get configured web site through the use of our one click on set up instrument. You may fint this performance beneath “Instruments – One Click on Set up”.

Absolutely Responsive
All elements are made to suit from cellular decision to giant desktops utilizing CSS media queries and Susy SASS module.

Providers
Simply create record of companies offered by your organization. Providers can be found as customized publish kind in WordPress admin. Providers can be found beneath ”/companies” URI as publish kind archive web page.

Testimonials
Present what your clients thinks about your online business. Testimonials can be found as customized publish kind as properly and might be accessed by visiting ”/testimonials” URI.

Crew Members
Show your colleague info on the entrance finish. Crew members can be found as archive web page with the ”/members”.

Baby Theme
We suggest to make use of baby theme to make your customizations and to not unfastened the modifications after replace.

SASS & Susy
All CSS kinds are written in SASS through the use of Susy library. All the pieces is properly structured and arranged. Skilled builders will likely be pleased to work with it.

Envato Market Plugin
Bored by manually updating theme? No downside in any respect. Theme is bundling Envato Market plugin which can make it easier to to get automated updates.

Simple Translations

  • Translate theme into any language.
  • All strings are correctly wrapped into translation operate.
  • POT information can be found.
  • We suggest to make use of Loco Translate.
  • Theme to translate: segments. Plugins to translate: segments-core, workforce.

Notes:

  • Pictures on our demo website should not part of package deal. Downloadable package deal comprises solely placeholders.
  • Use most up-to-date model of PHP. We suggest to make use of PHP 7.x.
  • Visible Composer is NOT a part of the package deal. You should buy it individually.
  • Solely customers with position “Worker” are capable of entry dashboard.
  • Don’t overlook to verify documentation earlier than buying this product.
  • Customizations like including new fields or filters should not a part of help.

* We perceive how complicated firm processes might be. Every firm has totally different workflows and information processing. So in case you discovered one thing what might be improved please be at liberty to contact us by means of our contact type with the detailed description. Remember that it isn’t potential to implement all the pieces however we’ll do our greatest so as to add at the least new filters and actions to simply lengthen present performance in your third occasion plugin.

Tags: crm, intranet, mission, process, administration, bill, estimate, pdf, firm, individuals, contact, dashboard, admin, company, enterprise

Credit:

v1.2.6 – 10/29/2017

* FIX: importer

v1.2.5 – 10/16/2017

* FEATURE: menu enhancements
* FIX: occasions api

v1.2.2 – 02/21/2017

* FIX: registration type

v1.2.1 – 02/12/2017

* FEATURE: sending estimates and invoices on to shoppers
* FEATURE: admin bar reset capabilities
* FEATURE: admin bar direct hyperlink to capabilities administration
* FEATURE: leads filter
* IMPROVEMENT: all fields are correctly wrapped by fieldset
* FIX: worth formatting with out php-intl library 

v1.2.0 – 02/05/2017

* FEATURE: primary leads system
* FEATURE: general widget
* IMPROVEMENT: higher bill statuses
* IMPROVEMENT: mission file add

v1.1.0 – 01/31/2017

* FEATURE: consumer zone
* IMPROVEMENT: some minor design refactoring
* FIX: Doctrine autoloader
* FIX: font loading


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